WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$2.71M
3
+$2.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.21M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.11M

Top Sells

1
+$13M
2
+$4.82M
3
+$3.42M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.24M

Sector Composition

1 Technology 24.56%
2 Financials 9.6%
3 Healthcare 9.16%
4 Industrials 7.95%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$632 ﹤0.01%
90
852
$598 ﹤0.01%
+2
853
$527 ﹤0.01%
23
854
$527 ﹤0.01%
10
855
$506 ﹤0.01%
305
856
$427 ﹤0.01%
4
857
$413 ﹤0.01%
7
858
$328 ﹤0.01%
51
859
$320 ﹤0.01%
13
860
$215 ﹤0.01%
20
861
$165 ﹤0.01%
10
862
$162 ﹤0.01%
+6
863
$148 ﹤0.01%
+12
864
$130 ﹤0.01%
+3
865
$125 ﹤0.01%
5
866
$65 ﹤0.01%
3
867
$41 ﹤0.01%
1
-79
868
$38 ﹤0.01%
3
869
– –
-309
870
– –
-403
871
– –
-198
872
– –
-1,000
873
– –
-539
874
– –
-128
875
– –
-72
33 34
35
36 37